Jul 25, 2024

This week, I am delighted to welcome Matt Wesley, Principal at the Lovins Group. Matt is an internationally recognized practitioner, thought leader, and speaker on the issues facing financially successful families. With a career that spans 34 years as an estate planning attorney, family advisor, facilitator,...

Jul 18, 2024

Today, I have the pleasure of speaking with Stephen Goldbart and Joan DiFuria, co-founders of Money, Meaning, & Choices Institute (MMCI), a group of professional facilitators and advisors who work with wealth holders and their professional advisors to address the psychological issues and challenges of wealth. Joan is a...

Jul 11, 2024

This week, I am delighted to welcome Scott Saslow, Founder and CEO of Palo Alto, CA-based ONE WORLD Investments Inc., which provides investment capital and advisory services to help organizations scale social impact. Over his career, Scott has been a founder or founding team member of seven start-up businesses. Prior to...

Jul 4, 2024

Today, it is my pleasure and honor to speak with Prof. Maarten de Groot, Endowed Chair of Resilient Family Businesses & Enterprise Families at VU Amsterdam School of Business and Economics. Prior to completing his PhD at VU Amsterdam in 2021, Maarten had a long and distinguished career in wealth management. He...